Simplex Trading
FSV icon

Simplex Trading’s FirstService FSV Stock Holding History

Simplex Trading’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$14K – 9283
2023
Q1 		$14K Hold
100
– – ﹤0.01% 7245
2022
Q4 		$12K Hold
100
– – ﹤0.01% 7359
2022
Q3 		$11K Buy
+100
New +$12.8K ﹤0.01% 8136

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Simplex Trading's FSV Position: Q2 2026 in Review

Simplex Trading reduced its FirstService (FSV) stake by 91% in Q2 2026, selling an estimated $1.39K and leaving 1 share worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #9079.

Simplex Trading first reported a position in FSV in Q4 2021 and has held it in 8 quarters since. The position peaked at $140K in Q4 2025. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Simplex Trading held 1 share of FirstService worth $142 as of Q2 2026.
  • Simplex Trading sold 10 FirstService shares in Q2 2026, an estimated $1.39K.
  • FirstService made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #9079 holding.
  • Simplex Trading first reported a position in FirstService in Q4 2021 and has held it in 8 quarters since.
  • Simplex Trading's FirstService position peaked at $140K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.